Winners of WealthTech: Catherine Flax

  This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European Investment Banking in 2012. Catherine has an MA from Brown University and a bachelor’s degree from Texas A&M University. You can read my previous interviews with Brian McLaughlin, CEO, Redtail, Anil […]

Winners of WealthTech: Lori Hardwick

This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My previous four interviews were wildly successful in terms of views and traffic, so there will be […]

Winners of WealthTech: Cheryl Nash

wealth management technology

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze. The second was with Bill Crager, President […]

Winners of WealthTech: Stuart DePina

Envestnet

This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze and the second was with Bill Crager, […]

Winners of WealthTech: Aaron Klein

This is the second post in our series called, “Winners of WealthTech.”  I conduct interviews with influential leaders in the wealth management technology space who I believe are the winners. The format of these article is a bit of a change from our usual analysis, product reviews or industry trends.  The questions are more personal […]

Winners of WealthTech: Bill Crager

wealthtech

This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.”  It is more of a straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster.  Actually, he doesn’t […]